


Core Insights - The total trading volume of the Shanghai and Shenzhen Stock Connect reached 260.56 billion, with Cambricon and Luxshare Precision leading in trading volume for the Shanghai and Shenzhen stock connect respectively [1][2] - The banking sector saw the highest net inflow of funds, while the ETF trading volume for the Hang Seng Consumption ETF increased by 155% compared to the previous trading day [1][4] - The IM contract saw a greater reduction in short positions compared to long positions [1][11] Trading Volume Summary - The total trading amount for the Shanghai Stock Connect was 129.49 billion, while the Shenzhen Stock Connect was 131.07 billion [2] - Cambricon had a trading volume of 2.49 billion, ranking first in the Shanghai Stock Connect, while Luxshare Precision led the Shenzhen Stock Connect with 3.86 billion [3] Sector Performance - The banking sector had a net inflow of 8.43 billion, representing a net inflow rate of 2.00% [4] - The coal, insurance, and port shipping sectors showed positive performance, while precious metals, semiconductors, and wind power sectors experienced declines [3][4] ETF Trading Summary - The top ETF by trading volume was the Hong Kong Securities ETF with 20.47 billion, followed by the Gold ETF with 9.63 billion [8] - The Hang Seng Consumption ETF saw a remarkable increase in trading volume by 155% compared to the previous trading day [9] Futures Position Summary - In the futures market, both the IH and IF contracts saw an increase in both long and short positions, while the IC and IM contracts experienced a decrease in both [11] Stock Performance on the Dragon and Tiger List - Long-term institutional activity decreased significantly, with notable purchases in stocks like Yunhan Chip City, which saw a 20% increase and received 95.6 million from three institutions [12][13] - The top net inflow stocks included Chang'an Automobile with 1.12 billion and Zhongxing Communication with 1.09 billion [6][14]